BrightView’s Share Drop: A Fund’s Exit Revealed

On a chilly November 14, 2025, the SEC revealed that Manatuck Hill Partners had fully severed ties with BrightView Holdings (BV +0.00%). The fund’s stake, once a hearty 2.9% of its treasure trove of assets, dwindled to naught. The transaction, calculated by the quarterly average pricing, left the fund with a pocketful of $7.8 million. A curious exchange, indeed.

A Subtle But Significant Stake in West Coast Real Estate

According to a disclosure curated by the SEC on the fourteenth of November-a document which, like all proper social introductions, demands scrutiny-our American fund has expanded its acquaintance with Kilroy Realty by acquiring nearly 6.6 million additional shares in the recent quarter. This upward trend has, thus, elevated their stake to nearly 8.5 million shares, valued at a tidy sum of $358.4 million. This increase, reminiscent of a modest yet decisive courtship, reflects both the actor’s refined judgment in choosing their target and the caprice of market prices that influence such affairs.

Strategy’s Bitcoin Bonanza: $963M to Make Satoshi Cry & Other Tales

This isn’t just a small snack; oh no, it’s a banquet! As of December 7, 2025, Strategy, the digital conquistador, boasts a staggering hoard of 660,624 BTC, amassed for a total tidy sum of approximately $49.35 billion – yes, billion with a B – at an average venture cost of $74,696 a coin. It’s basically the Monopoly board come to life, with Strategy owning Mayfair and Park Lane at the same time. 🏦😏

The Fall of KRG: A Market Exodus and the Struggle for Dignity

In the third quarter, HGI sold every last share of KRG, a gesture as final as a closing door. The sum-$3.4 million, measured by quarterly averages-was not a whisper but a shout. This departure arrives as the fund shrinks its herds of U.S. equities, retreating to safer pastures. The market, that great and indifferent force, watches with its thousand eyes.

The Twilight of Confidence: A Corporate Elegy on Vornado’s Decline

The margins of high finance, like the margins of a fading painting, are filled with quiet disintegration. HGI’s retreat from Vornado-once a titan clasping the skyline-was nothing less than a symbolic shedding of old skin. With a quarter revealing a halving of their assets, one cannot help but consider whether the firm finally perceives the ghost of a rapidly diminishing landscape. A landscape where the familiar, stubborn edifices of Manhattan are bathed in a wan light of waning vitality, where even the most robust structures seem poised for quiet surrender.

A Quiet Exit from the Empire’s Shadows

In the manner of a painter retreating from a half-finished canvas, HGI Capital Management divested its entire position in Empire State Realty Trust. The sum of $4 million, extracted from a portfolio of $36.4 million, marked the end of a chapter in which the fund had once held 5.4% of its assets in this venerable REIT. The SEC, ever the patient scribe, bore witness to this departure on November 14.